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forcella

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  1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    forcella commented  · 

    This is a big issue in our office as well. People who go over the 90 day limit get dropped from the system.

    It really needs to act like the "past due activities"...that is, unless it's complete it stays on the list.

    Would this be an easy fix for the redtail admins?

    forcella supported this idea  · 

  2. email reporting

    238 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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    forcella supported this idea  · 

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